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AVGO's premium valuation is backed by surging AI semiconductor growth, expanding accelerator programs and leadership in AI networking.

CoreWeave Inc (NASDAQ:CRWV) stock is trading higher Wednesday after the company beat Street estimates and shared a strong backlog. The stock is one of two highlighted by tech investor Dan Ives this week that could show the momentum trade in AI is still in its early innings. Dan Ives on AI Trade Dan Ives has moved on from being an analyst at Wedbush, but he’s just as bullish on the AI sector in his new role leading Yorkville Ives. With stock market indexes at record highs, Ives was recently asked

Goldman Sachs Group will pay as much as $2.25 billion to buy Neos Investments,  expanding its asset manager's reach in the actively managed exchange-traded fund market. Bloomberg's Neil Sipes joins to discuss.

A number of stocks jumped in the morning session after Brent crude failed to break below $80 and rebounded to the mid-$80s, as traders kept a geopolitical risk premium priced into oil despite ongoing Strait of Hormuz negotiations. Over the previous 24 hours, the UAE-vessel incident reversed the earlier price drop that had assumed a path to de-escalation. At the same time, Kpler data from the previous two days showed shipping traffic through the Strait of Hormuz plummeted about 33%, with only a h

President Donald Trump was sued by The Intercept and the Freedom of the Press Foundation over Trump

Seven GOP Attorneys General are again urging federal regulators to reject the Union Pacific–Norfolk Southern rail merger. The post Mega rail deal under fire: 7 State AGs warn UP-NS merger could drive up shipping costs appeared first on FreightWaves.

Hinge Health 64.6% three-month rally is backed by surging revenues, wider margins and a raised 2026 outlook, but execution expectations are rising.

Heather Garboden's role is expanding to include reservations, contact centers, service recovery and catering, as the airline announced a series of leadership changes.

Rocket Lab is turning space-industry momentum into a compelling growth story.

AEHR's 72.2% surge reflects record bookings, a $100.6M backlog and rising AI demand, but its premium valuation raises the stakes.

Blackstone (BX) is considering abandoning plans to raise around $3 billion of debt to return some ca

Novogratz discusses Helios expansion and digital asset infrastructure.

A number of stocks jumped in the morning session after Brent crude failed to break below $80 and rebounded to the mid-$80s, as traders kept a geopolitical risk premium priced into oil despite ongoing Strait of Hormuz negotiations. Over the previous 24 hours, the UAE-vessel incident reversed the earlier price drop that had assumed a path to de-escalation. At the same time, Kpler data from the previous two days showed shipping traffic through the Strait of Hormuz plummeted about 33%, with only a h

"Big Short" investor Michael Burry thinks Palantir stock is worthless.

Sezzle Inc. (SEZL) could produce exceptional returns because of its solid growth attributes.

ATI (ATI) possesses solid growth attributes, which could help it handily outperform the market.

Motorola (MSI) possesses solid growth attributes, which could help it handily outperform the market.

Amazon (AMZN) could produce exceptional returns because of its solid growth attributes.

The new blockchain expands its ecosystem and widens its moat.

TTD trades near five-year valuation lows as revenue growth slows and earnings estimates weaken, while CTV and retail media preserve long-term upside.

Palantir's newfound momentum seems sustainable, driven by accelerating growth and a solid revenue pipeline.

In other news, Diald raises additional seed capital, and SEI partnered with WTW Investments.

The fast-food chain’s biggest investor is apparently preparing a bid, and he has some help in the form of mega-franchisee Greg Flynn.

(Updates with index/price moves, macroeconomic data and geopolitical news from the first paragraph.)

Astera Labs' record growth, PCIe 6 strength, and expanding connectivity portfolio are likely to help the company stay ahead of MRVL and CRDO.

The GPU leader's stock price action has been displaying a pattern in recent years that suggests what to expect for the rest of 2026.

The world's largest sovereign wealth fund also posted a record $184 billion first-half profit.

Riot Platforms (RIOT) has built its company for years around one exceedingly volatile asset: Bitcoin. Artificial intelligence may be offering it a completely unique future. Riot has signed a deal with Anthropic, the company behind Claude, to offer 191 megawatts of data-center capacity at its ...

A number of stocks jumped in the morning session after Brent crude failed to break below $80 and rebounded to the mid-$80s, as traders kept a geopolitical risk premium priced into oil despite ongoing Strait of Hormuz negotiations. Over the previous 24 hours, the UAE-vessel incident reversed the earlier price drop that had assumed a path to de-escalation. At the same time, Kpler data from the previous two days showed shipping traffic through the Strait of Hormuz plummeted about 33%, with only a h

A major AI cloud operator just handed Bloom Energy a high-profile data center contract, and the ripple through the fuel cell sector raises a pointed question about which names have real wins and which are simply along for the ride.